A triple aspect characterises Sapienter Wealth Management – independence, a high skill set and a high work ethic.
- Independence because directly regulated by the Financial Conduct Authority and fully owned and managed;
- A High Skill Set because of the international CFPCM licence and continuing study through the Chartered Institute of Taxation; and
- A High Work Ethic with a fully open Schedule of Advice and transparency in handling affairs
| The transparency is aided by my use of a suite of Morningstar software which takes information provided by the investment administrators and independently measures investment performance. |
Experience
Read moreThree key criteria mark the client journey with the firm in a unique manner.
- Service delivery which because of my ‘classics’ education and work experiences, insights are furnished in a thought provoking and informative manner;
- A critical appreciation of financial services furnished by 20 years of professional life exterior to the industry; and
- A wide commercial background principally in international sales and marketing of UK manufactured (consumer/capital) goods in frontier markets such as Asia and the Middle East, but also in UK property law.